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What to do after deal is won?
I'm new to Pipedrive and liking how we can track our sales pipeline. However, it seems like once a deal is won, Pipedrive is useless. Any advice on how to track active customers, MRR, contract renewal dates once a deal is one?
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Ideas for Zapier automations TUTORIAL
Hi Pipedriver, Today I’m continuing with automations tutorial and this time I’ll show you how to use Zapier integration for optimising your Pipedrive account. So open your Pipedrive and Zapier tools and let’s make the following automations together: 1. Round Robin - Assigns Deals equally between a defined number of Users.…
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How best to define when a LEAD becomes a DEAL?
Hello, I am trying to wrap my head around cold/warm/hot leads and the lead/deal qualification process. Would a marketing role start working on a warm lead that let's responded to an email campaign... and be responsible only for getting them to a "hot" lead? Or would they also qualify the lead, and ONLY when the lead is…
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How to link pipedrive to website
How do you link Pipedrive to your website to create a chat?
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Deals and Pipeline set up for Saas Subscription products
Our SaaS product is sold on a Marketplace, each trial and sold licenses is converted into a deal in Pipedrive. I'm looking for advice on how to handle the deal once it is lost (ie: the trial is not converted into a sale, a subscription is not renewed...). Do you leave the deal in the Pipeline? Did you add a special lane? I…
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“Custom fit Pipedrive to your business needs” webinar Q&A. Unanswered questions
Hi dear Pipedrivers! Many thanks to all of you who were able to join James Campbell and Tonya Kilgore at the webinar last Tuesday. Today we are happy to let you know, that Tonya and our greatest Product team have finished answering your questions, that we didn’t have time for at the webinar. Find the Questions & Answers…
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Pipedrive asiakashallinnassa
Moi, kaikki käyttää Pipea varmaan uusasiakashankinnassa. Mutta mitä, jos asiakashallintakin haluaa käyttää Pipedrivea? Eli kun asiakkuus on saatu ja se jatkuu vuodesta toiseen ja samalla kasvattaa arvoaan vuosi vuodelta. Meillä tehdään Saas bisnestä ja pidetään vuosisopimuksien uusimista ja sen prosessia yllä Pipessa omana…
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Do you know what a Pipedrive CSM does?
Hi Pipedriver Have you ever wondered who are those magical creatures called Customer Success Managers? What do they do? And how can you catch one for yourself? A Customer Success Manager is a person who is dedicated to helping you have a successful journey with Pipedrive. Here are some main things that they focus on: Helps…
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Tracking zoom attendee lists in PD in a custom field
Hi PD Community, We run learning sessions where our members can register for a learning session with other members of our community. We ask that attendees register, and from there we track which learning session they attend. It helps to understand which sessions are most useful for them, what they find interesting and…
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Tips and Tricks from a Pipedrive pro: Preparing for a call with your CSM
Hello to our most special Pipedrivers! Our wonderful star Customer Success Manager (CSM) @Andri Annuka would like to share some magical Tips and Tricks with you. Have you ever had a warm, but slightly lingering conversation with your significant account manager? Well, here are some tips for you to keep in mind for the next…
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Using VLookup to clean up your spreadsheet
Hey Pipedrivers, When you're importing data into Pipedrive, having a clean and organized spreadsheet is key. There are many tools in Excel that you can use to clean up your data or remove duplicates. A VLookup can be helpful in a few different scenarios, including updating data in bulk via spreadsheet using the Pipedrive…
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Visualize your deals and contacts on a map
Hello Pipedrivers! Did you know that Pipedrive has a feature that allows you to visualize your deals, organizations and contacts directly on a Map, thanks to the integration with Google Maps? Check out this video to discover our "Show on map" feature: https://pipedrive.hubs.vidyard.com/watch/hfT72aPhT29Gt1Tu723sjs?
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Topic of the week: Customer Success 🙌
Follow the Customer Success topic to learn and share what works and what doesn't! Making a sale is good but letting your customers know you still care after that and want them to get the most out of their purchase is even better - and coincidentally increases their lifetime value, lowers churn and facilitates upsell and…
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Manage current customers
Dear all, I have been searching the knowledge base for how to best manage current customers. My main use for Pipedrive will be managing current client relationship rather than drive new sales. Can anyone assist me in finding the best way or share experience on how to utilize Pipedrive to best manage current clients. Do you…
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Multiple contacts for our Customer success team post winning
so we just brought our account managers/customer success team. they use pipedrive to make filters etc for their work. one of the things they do is they add persons to contacts and tie them to organization for who they deal with. The problem is is that sometimes' their person is different than who we talked to during the…
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Wanted to say Thank You!
I wanted to give a quick shout out to the Pipedrive customer service. I've worked with SO many different cloud based SaaS services and I believe that the industry forgets that SaaS is just that ... A SERVICE. Many companies turn their solution into a numbers game that funnel in and churn out customers. Pipedrive ALWAYS has…
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Customer onboarding solutions!
I've recently joined a SaaS payments business and inherited Pipedrive as a CRM. Very impressed so far and have begun to invest more and more time building to automate as much as possible. I've recently added Docusign which we will be testing this week. One area we're exploring is the ability to onboard customers using a…
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Renewal deals in Pipedrive
Hello everyone, My team and I are looking to test our approach of supporting the Renewal deals in Pipedrive. We're in the early stage of defining solutions for the problem and thusly are very eager to get insights from our end users. If your company has renewal deals, please leave your comment here so that I know whom to…
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⏰ Event: Having a Difficult Customer Conversation, by APS | Feb 24th, 2021
Uncover the science and psychology underpinning the best responses to hard customer calls, enabling you to protect pricing and loyalty. 📌 Learn more and enrol here. 🔔 Follow Events to get notified about events of interest for different industries, locations and languages. Did you know you can post events too?
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🧠 Get the Deals Flowing Faster - Sales Pipeline Course: Chapter 7 | 📽️ 2 mins
https://www.youtube.com/embed/GrTjIitPw-YLearn about the fourth and final lever that is vital to having a high-performing sales pipeline: increasing the speed you close deals and getting your pipeline flowing faster. Recap all four levers: * How to add more deals * How to go after larger deals * Plug the leaks in your…
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New: Edit your Email Sender name 📮
What can a user do? Good news! You can now change the name seen by recipients when sending emails from Pipedrive. For example, your job title, your full name, nickname, etc. Note that this feature isn’t available on Microsoft services, as unfortunately Microsoft servers don’t allow to edit the sender name. You can use this…
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⏰ Event: Power of Interview - Customer Interview Techniques Workshop, by UXPressia | Feb 24th, 2021
Enjoy practicing interviewing process, playing with questions, and receiving feedback on what you do? To get quality insights from your customer interviews you need practice and feedback. This workshop is an effective and fun way to get both. Uxpressia facilitates the process so that each participant gets feedback and…
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🧠 How to Go After Larger Deals - Sales Pipeline Course: Chapter 5 | 📽️ 2 mins
https://www.youtube.com/embed/9GZyvG491V8Four things you need to focus on in order to start going after large deals: 1. Learn about how bigger companies purchase. 2. Focus on bigger companies with bigger budgets. 3. Present logical add-ons and bundle multiple products and services into a deal. 4. Envision yourself closing…
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🧠 Plug the Leaks in Your Pipeline - Sales Pipeline Course: Chapter 6 | 📽️ 2 mins
https://www.youtube.com/embed/LtQ2I8O3eSwLearn why plugging the leaks in your sales pipeline is an important step if you want to increase your closing rate in this video. The 4 key steps: * Work with the right people. * Go before you’re invited. * Drop the wrong prospect as soon as possible. * Get to know your potential…
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Looking for Inspiration
We have been working with Pipedrive and we like it a lot. But we are curious on how other business are making use of Pipedrive, therefore I would like to get in touch to get inspired...:-)
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Data Works, And Then It Doesn’t. A Salesperson’s Look At 2021 Planning.
One of the truths in sales is that repetitiveness is the path to oblivion, both for your company and your role as a manager. With the new year here, take time to hit that refresh button and look at your forecast with a critical pair of eyes. Don’t assume anything. Don’t think you control your market or customers. Let the…
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What has been the key to your success in the transition to remote working? 🏠 💻
The selling landscape has changed radically over the course of 2020 and remote working has become the norm for salespeople the world over. Working from home has presented sales professionals with challenges on an individual level and to the wider areas of business. As Liston Witherill says: “As we’re wrapping up the year,…